Tata Business Cycle Fund
Direct · Growth ₹20.75
31 Jul 2026
NAV
21.1%
3Y CAGR
20.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.10
Sharpe
-20.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.72 L | 19.4% | -23.6% | 63.6% |
| 3 Years | ₹36.00 L | ₹45.75 L | 18.8% | 0.4% | 38.9% |
| 5 Years | ₹60.00 L | ₹84.99 L | 14.3% | 13.7% | 14.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.4% | 14.5% | 13.8% | +4.9% |
| 3 Years | 18.8% | 11.2% | 17.2% | +7.7% |
| 5 Years | 14.3% | 10.4% | 17.0% | +3.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.1% | 11.7% | -10.2% | 58.5% | 0.67 | 3.19 | 88% | — | — |
| 3 Years | 21.1% | 20.4% | 13.8% | 28.2% | 4.10 | — | 100% | — | — |
-20.0%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-5.2%
Avg Drawdown
Calmar Ratio by Duration
0.95
1Y
1.05
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.83 | 1.02 | 101.3% | 94.1% | 4.1% | -1.6% |
| 3 Years | +6.76 | 1.00 | 102.4% | 93.8% | 14.0% | 7.3% |
| 5 Years | +7.43 | 0.97 | 100.0% | 91.1% | 15.7% | 8.3% |
| 7 Years | +5.09 | 0.97 | 100.0% | 91.1% | 11.0% | 5.9% |
| 10 Years | +3.43 | 0.97 | 100.0% | 91.1% | 7.6% | 4.1% |
| 12 Years | +2.80 | 0.97 | 100.0% | 91.1% | 6.3% | 3.4% |
| 15 Years | +2.19 | 0.97 | 100.0% | 91.1% | 5.0% | 2.7% |
56
Total Holdings
33.6%
Top 10 Weight
30
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | RELIANCE INDUSTRIES LTD | 4.73% |
| 2 | METROPOLIS HEALTHCARE LTD | 4.23% |
| 3 | AXIS BANK LTD | 3.92% |
| 4 | JINDAL STEEL LTD | 3.31% |
| 5 | LARSEN & TOUBRO LTD | 3.14% |
| 6 | HDFC BANK LTD | 3.09% |
| 7 | L&T FINANCE LTD | 3.02% |
| 8 | DELHIVERY LTD | 2.90% |
| 9 | PB FINTECH LTD | 2.65% |
| 10 | CUMMINS INDIA LTD | 2.57% |